Features

Define and manage records policies

Minimize risk in compliance, legal actions, and e-discovery by defining records policies that capture, identify, store, and dispose of files according to requirements.


Document Locator's built-in Records Policy Manager module enforces records management and document retention policies. Records managers and administrators can custom-tailor document actions and dispositions according to specific compliance and regulatory requirements.

Records policy manager details

  • Correctly identify documents as records and manage their life-cycle.
  • Comply with regulations such as Sarbanes-Oxley, HIPAA, and Basel II, etc.
  • Custom tailor records policies to meet regulatory and compliance requirements specific to your company’s needs.
  • Maintain an audit trail showing that records are stored, maintained, and disposed of according to defined policies.
  • Protect business records from accidental or unauthorized alteration, destruction or retention.
  • Assign records policies to folders and documents when they are created, imported, or moved.
  • Assign multiple records managers for different records policies.
  • Incorporate email records in records management procedures.

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